Institutional Ownership Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF). We have compiled data on the 2,167 institutions that hold shares in the stock, with a total of 739 Million shares, which have been reported (via 13F filing form) to have a value of $39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
14,415
shares
|
$760,823
0.61% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
14,412
shares
|
$760,665
0.02% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
14,370
shares
|
$758,448
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
14,345
shares
|
$757,129
0.1% of portfolio
|
Q4 2023
Reduced 7.91%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
14,325
shares
|
$756,073
0.11% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
14,315
shares
|
$755,545
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,309
shares
|
$755,229
0.02% of portfolio
|
Q1 2024
Reduced 4.99%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
14,308
shares
|
$755,176
0.12% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
14,300
shares
|
$754,754
0.26% of portfolio
|
Q4 2022
Reduced 2.1%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,297
shares
|
$754,595
0.04% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
14,247
shares
|
$751,956
0.35% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
14,242
shares
|
$751,692
0.34% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
14,210
shares
|
$750,003
0.01% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
14,165
shares
|
$747,628
0.01% of portfolio
|
Q3 2025
Added 49.03%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
14,159
shares
|
$747,312
0.59% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Oct 23, 2025 Q3 2025 |
14,155
shares
|
$747,100
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
14,076
shares
|
$742,931
0.4% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,005
shares
|
$739,183
0.01% of portfolio
|
Q2 2022
Reduced 0.82%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
13,998
shares
|
$738,814
0.59% of portfolio
|
Q2 2025
Added 25.42%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
13,997
shares
|
$738,761
0.0% of portfolio
|
Q3 2025
Added 14.32%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
13,985
shares
|
$738,128
0.02% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
13,909
shares
|
$734,117
0.06% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
13,893
shares
|
$733,272
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
13,893
shares
|
$733,272
0.14% of portfolio
|
Q3 2025
Added 19.06%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
13,889
shares
|
$733,061
0.08% of portfolio
|
Q3 2025
Added 7.83%
|